when it's said &
The process may be complete, but I'm still here for you. I'll check in periodically to make sure your plan stays up-to-date, no matter what the future brings for your family.
Then, we dive in.
We'll have a real, working meeting to review your current estate plan (even if you think you don't have one), and see what strategies could help you reach your goals.
If you decide to work with me, I'll craft the documents unique to you, your family, and your situation. I'll double-check with you to make sure I have everything right before we finalize your plan.
Plan is just right? Perfect!
Time to execute.
I'll guide you through your next steps, and help you through sharing your plan (if you want).